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Posted 13 hours ago
Internal Sales Associate
National Life Group
Requirements
3+ years sales experience preferred, 1-3 years financial services experience preferred, Strong presentation skills, Spanish fluency, Up to 10% travel
Skills
SalesSalesforce
About the role
Responsibilities
- Provide sales support for an external wholesaler (Field Leader)
- Promote Life and Annuity products through webinars and inbound/outbound calls
- Manage inbound calls and execute effective outbound call campaigns
- Identify sales opportunities and cross-selling opportunities with agents
- Capture all activity and agent profile information into Salesforce.com
- Present to both small and large group settings
Requirements
- 3+ years of successful sales experience preferred
- 1-3 years of financial services experience preferred
- Strong presentation and communication skills
- Ability to build relationships via phone and in person
- Proficiency in technical and people skills
- Ability to travel up to 10%
- Fluency in Spanish
Preferred Qualifications
- Bachelor's degree
- Life and Health License
- Broad knowledge of capital markets
- Experience with life and/or annuity illustration software
- CLU, ChFC, or CFP designations
About the Company
National Life Group has been providing families with stability and peace of mind through insurance and annuities since 1848. We foster a collaborative environment rooted in Servant Leadership and are committed to developing internal talent.
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National Life Group · Addison
